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NorthlineAdvisory

Services

Fractional CFO

Forecasting, fundraising support, board reporting and unit economics from an experienced CFO, part-time.

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Starting at $3,500/mo

Overview

A full-time CFO in New York costs $300,000 or more. Most companies between $2M and $50M in revenue need that level of thinking, but not 40 hours a week of it.

Our fractional CFOs build your financial model, own the budget and forecast, prepare board and investor reporting, and sit beside you in fundraising, pricing and hiring decisions. You get strategic finance leadership with the accounting team already in place underneath.

What's included

  • Three-statement financial model and 18-month forecast
  • Annual budget and monthly budget-versus-actual analysis
  • Board deck and investor update preparation
  • Fundraising data room and due diligence support
  • Unit economics, pricing and cohort analysis
  • Cash management, runway and banking relationships
  • KPI dashboard tailored to your business model

How it works

  1. Step 1

    Assessment

    We review your model, reporting and goals and agree on the top three finance priorities.

  2. Step 2

    Foundation

    We build or rebuild the financial model, KPI dashboard and reporting calendar.

  3. Step 3

    Operating rhythm

    Monthly forecast updates, leadership finance reviews and quarterly board reporting.

  4. Step 4

    Strategic projects

    Fundraising, pricing changes, debt financing or M&A, led alongside your leadership team.

Frequently asked questions

How many hours does a fractional CFO work with us?

Most engagements range from two to eight days per month, scaled up around board meetings and fundraising. Pricing is a fixed monthly retainer rather than hourly billing.

Do we need bookkeeping with you to hire a fractional CFO?

It is not required, but it is recommended. When our team runs the close, your CFO spends time on strategy instead of fixing data, which usually lowers the total cost.

Can a fractional CFO help us raise capital?

Yes. We build the model and data room, pressure-test your metrics before investors do and manage financial due diligence so you can focus on the pitch.

Related services

  • Bookkeeping & Payroll

    Accrual-basis books closed by day 10, plus multi-state payroll, benefits and contractor payments.

    From $650/mo

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  • Corporate Tax

    Federal, state and city corporate tax planning and filing for C-corps, S-corps and partnerships.

    From $3,500/yr

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  • Audit Support

    Audit-ready financials, PBC lists and representation for IRS, state and investor or lender audits.

    From $4,500 per project

    Learn more

Get a fixed-fee proposal

Tell us about your business and we will reply within one business day.

Book a free consultation